Rockefeller Capital Management

LeapXpert is a developer of a business communication platform that facilitates the integration of consumer messaging applications into enterprise workflows. Its Federated Messaging Orchestration Platform (FMOP) offers a secure and centralized solution for communications between employees and clients, allowing users to communicate via their preferred messaging apps. By formalizing messaging as a business communication channel akin to traditional methods like calling or emailing, LeapXpert addresses the compliance and regulatory challenges arising from the increasing use of messaging applications in business environments. The platform helps organizations maintain accessible digital records of all interactions while ensuring governance and control over communications. LeapXpert serves a range of clients, including three of the world's top ten banks, and supports tens of thousands of users, enabling a customer-centered approach while upholding professional standards.

Koho Financial Inc., established in 2014 and based in Toronto, Canada, is a financial technology company specializing in affordable banking services. It offers customers a reloadable Visa debit card and a user-friendly mobile app, equipped with tools and suggestions to help manage spending, set financial goals, track cash flow, and gain insights into expenses.

Luminary is a technology platform established in 2022 and based in New York, focused on automating the estate planning process. The platform addresses the complexities and inefficiencies associated with traditional estate planning by digitizing manual workflows and streamlining intricate tasks. This innovation allows users to enhance service consistency and reduce risks while expanding their capabilities in providing estate planning strategies. By simplifying these processes, Luminary aims to facilitate more efficient and scalable estate planning solutions for clients.

Argyle develops a payroll connectivity platform that enhances financial services by providing real-time income and employment data. The platform automates various processes, including verifications, background checks, account funding, direct deposit switching, premium calculations, and wage advancements. By streamlining these functions, Argyle enables businesses and financial institutions to improve their onboarding and account management processes, thereby facilitating modern financial solutions.

Momnt is a provider of embedded financial services that specializes in modern lending solutions, enabling businesses to offer affordable financing at the point of need. Utilizing an API-based platform, Momnt leverages alternative data and advanced technologies like machine learning and artificial intelligence to deliver real-time, customized loan offers to borrowers. This approach ensures compliance with existing financial regulations while creating a transparent borrowing experience for consumers. By streamlining digital lending and payment processes, Momnt not only supports individual borrowers but also provides merchants with opportunities for business growth, all while maintaining the essential role of financial institutions in the lending landscape.

LeapXpert is a developer of a business communication platform that facilitates the integration of consumer messaging applications into enterprise workflows. Its Federated Messaging Orchestration Platform (FMOP) offers a secure and centralized solution for communications between employees and clients, allowing users to communicate via their preferred messaging apps. By formalizing messaging as a business communication channel akin to traditional methods like calling or emailing, LeapXpert addresses the compliance and regulatory challenges arising from the increasing use of messaging applications in business environments. The platform helps organizations maintain accessible digital records of all interactions while ensuring governance and control over communications. LeapXpert serves a range of clients, including three of the world's top ten banks, and supports tens of thousands of users, enabling a customer-centered approach while upholding professional standards.

Meati Foods is a Boulder, Colorado-based company specializing in the production and sale of fungi-based meat alternatives. Founded in 2016, the company aims to provide sustainable and nutritious plant-based options that serve as an alternative to traditional meat products. Meati Foods utilizes a proprietary fermentation process to create minimally processed steaks made from natural ingredients, ensuring its offerings are free from common allergens. The company markets its products online, making them accessible to a wide audience seeking vegan food choices that are both healthy and environmentally friendly.

Pivot Bio is a biotechnology company founded in 2010 and based in Emeryville, California, that focuses on enhancing crop nutrition through the use of engineered microbes. The company leverages its deep understanding of the plant microbiome, employing engineering principles and data science to map microbial dynamics and develop beneficial traits. Pivot Bio's proprietary ON Technology utilizes naturally occurring microbes to provide crops with essential nutrients, particularly nitrogen, which is crucial for growth. This innovative approach aims to replace synthetic nitrogen fertilizers, thereby reducing the environmental impact associated with conventional farming practices. By enhancing crops' ability to capture and metabolize atmospheric nitrogen, Pivot Bio seeks to lower farming costs, improve crop yields, and contribute to a sustainable agricultural future that benefits both the planet and food supply.

Whitnell & Co., based in Oak Brook, Illinois, is a wealth management organization that has been serving affluent families for over 25 years. As a subsidiary of Associated Trust Company, National Association, Whitnell focuses on protecting and enhancing the wealth of its clients, many of whom have been with the firm for three generations. The firm offers a comprehensive range of financial services, including financial planning, investment management, family office services, retirement strategy, risk and insurance planning, and tax and estate planning. By providing tailored money management solutions, Whitnell aims to help its clients achieve their financial objectives, allowing them to concentrate on their families, careers, and charitable pursuits.

Allbirds, founded in 2015 and based in San Francisco, is an apparel and fashion company specializing in eco-friendly footwear. It manufactures and sells a variety of shoe styles for men, women, and children, including wool runners, tree runners, and loungers, using premium natural materials. The company's mission is to create sustainable footwear that combines comfort, good design, and environmental responsibility. Allbirds operates through its own stores, retail partners, and an online platform, with a significant portion of its revenue coming from the United States market.

Financial Clarity, Inc., established in 1992, operates as a subsidiary of Rockefeller Capital Management L.P. Based in Mountain View, California, the firm specializes in managing the financial complexities associated with growing wealth for individuals, families, retirement plans, foundations, and endowments. Financial Clarity focuses on developing, implementing, and monitoring tailored investment strategies while integrating these strategies with broader financial considerations such as income tax and estate planning. The firm is dedicated to providing clarity and guidance in navigating the personal impact of wealth expansion.

Evergreen Solar, Inc. specializes in the development, manufacturing, and marketing of solar power products, specifically photovoltaic modules. The company employs its proprietary STRING RIBBON™ technology, which uses significantly less polysilicon compared to traditional methods, thereby reducing manufacturing costs and material usage. This innovative approach allows Evergreen Solar to produce reliable and environmentally friendly electric power solutions for both residential and commercial applications worldwide. By focusing on low-cost production and international market penetration, Evergreen Solar enables customers to effectively harness solar energy for various power needs, catering to remote and emerging grid-connected markets.

AgraQuest specializes in biological and low-chemical pest management solutions aimed at enhancing agricultural practices and ensuring food safety. The company is dedicated to developing, manufacturing, and marketing effective biological products that control pests and diseases while promoting sustainable agriculture. With a focus on environmentally responsible practices, AgraQuest's offerings are derived from renewable, bio-based materials, distinguishing them from conventional pesticides that rely on synthetic chemicals. The company's Agrochemical and BioInnovations Divisions provide a range of innovative technologies for seed treatment, food safety, and post-harvest disease control, as well as applications in animal health, human nutrition, and home and garden care. AgraQuest employs a direct sales force in the NAFTA crop protection markets and collaborates with distributors and partners globally to extend its reach. By prioritizing sustainability and efficacy, AgraQuest aims to transform the agrochemical industry and support growers with best-in-class pest control solutions.

Quisic Corporation specializes in the design and development of online learning programs aimed at enhancing employee training for businesses and academic institutions. The company offers custom content development services and e-learning software tailored to meet the specific needs of its clients. Quisic's focus is on creating engaging and effective online training solutions that facilitate professional development and skill enhancement. In 2002, Quisic was acquired by EDT Learning, Inc., further expanding its capabilities in the e-learning sector.